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Managing Employee Objectives

Learn how to manage your employee objectives from within OneBoxBM.

Manage your employees objectives from within their employment record.

Key Points

When managing employee objectives, the main points to be aware of are.

  • Each employee can have has many objectives as neccessary.
  • You can schedule multiple reviews against each objective, allowing you to track progress over time.
  • In order to view/manage objectives, you must be granted access to do so.
  • You can restrict access to objectives by employee group.
Step-by-step

See below for a step-by-step guide on creating new objectives, updating existing objectives and deleting objectives.

Creating a new employee objective.
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Objectives' tab.
  5. Click/press the 'New' button.
  6. Fill in the details of the objective.
    • Once created you will be able to schedule reviews, at which point you can define the targets for a given date.
  7. Click/press the 'Save & Close' button.
Updating an existing objective
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Objectives' tab.
  5. Find the record you wish to update.
  6. Click/press the down arrow next to the 'View' button and select 'Edit'.
    • Alternatively, you can also click/press 'View' then open the editor from there.
  7. Make the required changes.
  8. Click/press the 'Save & Close' button.
Deleting an objective
  1. Navigate to the 'Workforce' area using the system menu.
  2. Use the search to find the employee that you wish to update.
  3. Click/press the 'Manage' button.
    • You can use the one in the right hand panel or the one in the list.
  4. Once the employee record has loaded, go to the 'Objectives' tab..
  5. Find the record you wish to delete.
  6. Click/press the down arrow next to the 'View' button and select 'Delete'.
  7. When prompted, click/press the 'Delete' button on the confirmation dialog.
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Workforce Overview Managing Employees Managing Employee Emergency Contacts Managing Employee Employment Details Managing Employee Rates Of Pay Managing Employee Hours and Working Days Managing Employee Time Off/Leave Allowances Managing Employee Time Off/Leave Requests Managing Employee Clients Managing Employee Comments Managing Employee Objectives Managing Employee Documents Employee Excel Export Managing Shared Employee Documents Managing Employee Boxes
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